The Walton Group
Merrill Lynch Wealth Management
7825 Fay Avenue
Suite 300
La Jolla CA 92037
(858) 456.3645
Learn more about an advisor's background on
Meet Our Team
Neal Walton,

CIMA®, CRPC™

Senior Vice President, Wealth Management Advisor
858.456.3645
Connor Walton,

CFP®, CRPC™

Financial Advisor
858.587.4520
Elena  Hellie
Elena Hellie
Wealth Management Client Associate
858.456.3628
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Lafo Kaapana
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Carmelo Fuentebella
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #355265
David Rubalcava
Wealth Strategist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.